Aft Forsyth & Sober’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Aft Forsyth & Sober’s Portfolio EEM Stock Details EEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-31,400	Closed	-$1.58M	–	90
2021 Q3	$1.58M	Sell	31,400 -231,300	-88%	-$12M	0.59%	44
2021 Q2	$14.5M	Buy	262,700 +6,950	+3%	+$378K	5.45%	7
2021 Q1	$13.6M	Buy	255,750 +200,150	+360%	+$11M	5.58%	7
2020 Q4	$2.87M	Buy	+55,600	New	+$2.67M	2.22%	16
2014 Q1	–	Sell	-478,327	Closed	-$20M	–	42
2013 Q4	$20M	Hold	478,327	–	–	4.08%	8
2013 Q3	$19.5M	Sell	478,327 -375	-0.1%	-$14.8K	4.31%	7
2013 Q2	$18.4M	Buy	+478,702	New	+$19.9M	4.31%	7

Other funds holding EEM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Aft Forsyth & Sober's EEM Position: Q4 2021 in Review

Aft Forsyth & Sober sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2021, closing a stake of 31,400 shares — an estimated $1.58M sold.

Aft Forsyth & Sober first reported a position in EEM in Q2 2013 and held it in 7 quarters. The position peaked at $20M in Q4 2013. 1,394 funds tracked by Wall St. Rank hold EEM as of Q4 2021.

Aft Forsyth & Sober reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2021 after selling out during the quarter.
Aft Forsyth & Sober sold 31,400 iShares MSCI Emerging Markets ETF shares in Q4 2021, an estimated $1.58M.
Aft Forsyth & Sober first reported a position in iShares MSCI Emerging Markets ETF in Q2 2013 and held it in 7 quarters.
Aft Forsyth & Sober's iShares MSCI Emerging Markets ETF position peaked at $20M in Q4 2013.
1,394 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2021.

Based on Aft Forsyth & Sober's 13F filing for Q4 2021, filed 11 Feb 2022.